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Private Family Office

Offering comprehensive executive and administrative services to accommodate your lifestyle and provide peace of mind.

Accounting and Related Analysis

We provide a host of accounting functions for you, your family, and your related entities. With a strategic focus on your personal financial statements, we deliver:

  • Budgeting and financial projections to identify opportunities
  • A clear and concise picture of your overall financial position and net worth to better manage assets
  • Efficient and effective tax preparation

Treasury Management and Bill-Pay Services

Developing a comprehensive treasury management plan is essential to ensure adaptability and flexibility and to preserve wealth for each generation. We work with you to develop a holistic tax-efficient plan for your family and individual members/entities to address:

  • Cash flow needs
  • Retirement and social security planning
  • Projections using comprehensive financial statements

Asset Management Services

A triage of services to manage your assets and provide you with peace of mind.

  • Asset protection
  • Review of cybersecurity, life, property and casualty insurance
  • Estate and financial tax planning regarding transfers and/or valuations of assets, portfolios and or entities
  • Peripheral services, including data/document management to safely and efficiently store and manage your documents, so you don’t have to

Lifestyle Management and Family Education

  • Personal Concierge Services that allow the family member to pursue their passions without the burden of managing their wealth
  • Peace of mind through credible advisors that facilitate and streamline your lifestyle
  • Services include but are not limited to:
    • Household administrative services
    • Calendar coordination and management
    • Expanded bill-pay services
    • Travel arrangement
    • Event coordination
    • Elder care coordination
    • Insurance and long-term care review
    • Seasonal asset management
    • Multiple home administration and other services

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Office Locations

Pittsburgh

One PPG Place,
Suite 1700
Pittsburgh, PA 15222

p:
412.261.3644
f:
412.261.4876
Columbus

65 East State Street,
Suite 2000
Columbus, OH 43215

p:
614.621.4060
f:
614.621.4062
Metropolitan Washington

1660 International Drive,
Suite 600
McLean, VA 22102

p:
571.380.9003

Links

Inside Public Accounting Best of the Best 2024
Accounting Today Top 100 2024
Accounting Today Regional Leaders
Best Of Accounting Diamond Award

Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.

© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.

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